A hand holding a pencil, working on a calculator


Calculators & Tools

How Digital Are You?

Technology is changing the way we live and work. We are experiencing a more connected life in a more connected world. These connected experiences are impacting insurance consumers’ expectations. To meet these expectations, our industry must deliver a connected experience between all participants in the insurance ecosystem, which requires adopting and leveraging modern technologies.

Answer the questions below to get your broker’s digital score, and see how it compares with the national average.

Your Organisation

What is your email address?*

Where is your organisation located?*

What is the size of your business? (revenue)*

Approximately how many employees do you have?*


Management System

Does your organisation use a broker management system?*

Which of the following capabilities are you utilising in your management system? Check all that apply.



Is your software hosted in the cloud versus on-premises servers?*


Data Analytics

Do you use a business intelligence tool to gain business insights from your broker management system data? (i.e. Access graphical reports to view performance metrics and KPI analysis over time)*



Does your business have a cloud-based client self-service portal?*

Does your organisation provide a mobile app to your clients?*

Can your staff interact with your management system outside the office via their mobile device to review accounts, add prospects etc.?